Regarding Ethereum's @ethereum Fusaka upgrade, the idea that it will make modularity (especially third-party DAs) great again is actually a serious misconception. The essence of this upgrade is to build a native Celestia on Ethereum, which is about reclaiming authority, not decentralizing it. The Fusaka upgrade is not Ethereum rent-seeking from the ecosystem. PeerDAS breaks the ceiling on blob capacity, significantly reducing L2 block space competition and solving performance bottlenecks. Validator nodes no longer need to download full blob data but instead use random sampling, drastically lowering bandwidth requirements and costs. More L1 base fees, more node subsidies, more ETH burns, and better ETH value capture. All stakeholders in the L2 fee flow path—L2 users, L2 sequencers, L1 validator nodes, and ETH holders—benefit, optimizing resource allocation to the maximum. Conclusion: TIA / AVAIL to Zero